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HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently. Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. Let’s dive in!

For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries. If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.

Understanding Tracking Pixels and Data Privacy Data privacy is a growing concern in the credit union world, and rightfully so. Recently, some articles have raised alarms about tracking pixels, painting them as a security risk or a privacy threat. While it’s true that some tracking technologies have been misused, it’s important to distinguish legitimate concerns from misconceptions—and to recognize that responsible use of tracking pixels is both safe and necessary for a credit union's digital marketing efforts.

In recent months, Google has rolled out an AI-powered overview feature directly in search results. This addition to the SERPs (Search Engine Results Pages) is designed to provide quick, concise answers to user queries. But how does it impact credit unions specifically—and what can you do to ensure your site appears in these new results? Below is a summary of what our Inbound Marketing Strategist, Nick D’Amato, has discovered through several months of reviewing Google's AI Overviews for credit unions.

Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management? Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise. Below we answer the nine most critical questions credit union leaders ask about HubSpot integration. From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect.

One of the biggest concerns we hear from Credit Union Marketing teams considering HubSpot is: 💭 “Can HubSpot integrate with our core banking or loan origination system?” It’s a valid concern. Credit unions rely on core banking systems (CORE), loan origination systems (LOS), and other financial platforms. These are critical to operations. But, they are not always designed for seamless integration with external marketing tools. The good news? Yes, you can integrate your data into HubSpot. And in this article, we’ll break down how it works, why we recommend our approach, and which systems can connect with HubSpot.

Every Credit Union aims to attract new members and serve their existing ones better. But what happens when prospective members visit your website and leave without taking any action? This scenario—passive engagement—is a common challenge for Credit Unions. It results in lost opportunities.

We’re proud to announce that WebStrategies have achieved the HubSpot Onboarding Accreditation! This recognition isn’t just another badge—it’s a reflection of our team’s dedication to helping clients get up and running with HubSpot in a way that drives real results. From seamless onboarding processes to integrating complex systems, this accreditation highlights the expertise and effort our team brings to every project.

Integrating a strong CRM like HubSpot with a credit union's financial systems can boost marketing efforts. However, how can data security be ensured, especially in a highly regulated environment? Below, we explore how credit unions can confidently integrate HubSpot while maintaining stringent data protection standards.

We update this post every month for the most current list of conferences. Credit Union conferences are a great way to learn, be inspired, and connect with industry leaders and innovators. We always come away reinvigorated with ideas for helping our clients grow.